Profiler

PROFILE FOR COLLABORATIVE CONTEXT

• While the CMS captures the context in one place for everyone, the profiler makes it collaborative
• Profile walls with feeds with contributions from everyone
• Pooling of info, intel and updates

ENTITY, INDIVIDUAL OR TOPIC PROFILING

• Generic profiler module (with fixed fields) for capturing any type of profile information
• Entity (customer, vendor, channel partner) profiling through the profiler module
• Individual (user, buyer) profiling through the Profiler module

ALL IN ONE PLACE

• Profile all relevant facts in one place
• Standardized profile format aids quicker and better grasp
• Map relevant milestones to capture what matters

RELATED NETWORK

• Link profiles with other profiles to map associations and affiliations
• Builds deeper context into business networks

FOLLOW

• Capture and share updates on the profile by adding to the feeds
• This builds a shared workplace for teams to get updates on all customers
• Daily check on latest posts helps keep everyone up-to-date on new developments

TRANSLATE LIVE CONTEXT INTO BETTER RELATABILITY

• See all info and updates in one place
• Pre-meeting context and refresher on helps build threads
• Instead of keeping discussions at high-level due to paucity of time, which for many appears distant and indifferent - refer to the profiles for deep touch
• With live context, meetings become more productive and enables everyone to be more effective

ILLUSTRATIVE USE CASES

• Customer profiler
• Vendor profiler
• Dealer profiler
• Market profiler
• Strategy profiler
• Employee profiler
• Many more